Assistant Relationship Manager (Associate, Japanese speaking)
Our client, a Japanese financial institution, is looking for a Japanese-speaking member to join their Client Solutions team. This role is essentially a support role for a team of Relationship Managers (RMs) who manage wealthy clients’ investments, mostly Japanese-speaking clients. The person in this role helps with client service, administrative work, and investment-related tasks.
Responsibilities
- Assist a team of Relationship Managers in Singapore and Hong Kong on all aspects of client service, operational, administrative and marketing support.
- Assist the Relationship Managers in managing and monitoring clients' portfolios, including updating of portfolio positions and investment proposals to mainly Japanese-speaking clients/prospects.
- Receive and execute client orders, including but not limited to securities, bonds, derivatives, loans and FX transactions.
- Prepare and handle account opening documents in compliance with anti-money laundering requirements.
- Liaise with the Japan head office and inter offices for any administrative issues.
- Coordinate with internal and external parties to process clients’ portfolio transfer instructions involving different asset classes.
- Ensure trading and settlement setup for the client account before trade.
- Aiding and advising on security settlement subject matters.
- Collaborate with internal and external vendors on projects, including system rollouts and enhancements.
- Arrange and coordinate CPD courses and keep records of CPD hours for the Representatives.
Qualifications
- Bachelor's degree or higher in a relevant field.
- Preferably completion of CACS 1 & CACS 2.
- Experienced in receiving and placing orders for different asset classes like shares, bonds, funds and forex from clients and relationship managers.
- Familiar with client onboarding, KYC, trading services and portfolio support.
- Proficiency in Japanese (reading, writing, and speaking) is essential for effective communication with Japanese-speaking internal and external stakeholders.
- Team player with a positive attitude and a service-oriented mindset.
- Self-reliant personality with strong client negotiation skills.
- Cautious and thoughtful when dealing with numbers.
Interested applicants please apply directly for further shortlisting review.
We regret that only shortlisted candidates will be notified. Other applications will be updated to our database for future job opportunities.